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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,445 | $159,978-82.8% | $147,041-81.3% | $145,978-81.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.43% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $6,943 | $5,288+31.3% | $4,935+40.7% | $4,662+48.9% |
| Participant deferral / active EE | $2,400 | $8,429-71.5% | $8,071-70.3% | $6,690-64.1% |
| Admin fee / account holder | $3,193 | $15,053-78.8% | $13,006-75.4% | $13,400-76.2% |